调研过程中，湖南证监局一行认真听取走访公司关于技术研发、市场布局、规范运作等情况的汇报，就 推动上市公司开展资本运作、提升投资价值等内容，与两家公司高管进行了深入交流，并鼓励两家公司 继续加大研发投入，巩固技术优势，持续提升核心竞争力，更好服务新质生产力的发展。 最后，湖南证监局一行还详细了解两家上市公司在降费增效、产业政策等方面需要协调解决的问题，逐 一予以回应，并强调要聚焦主营业务，强化合规意识，合理运用并购重组、再融资等工具，推动优化治 理结构、规范经营运作、提升投资价值，助力信心提振、市场稳定和经济高质量发展。(胡敏) 为持续贯彻落实中央经济工作会议、全国金融系统工作会议和总书记在民营企业座谈会上的重要讲话精 神，做好金融"五篇大文章"，推动湖南上市公司高质量发展，7月10日，湖南证监局党委书记、局长贺 玲带队走访调研上市公司，倾听企业诉求，强化政企沟通，推动解决困难。 调研组实地走访了科创板上市公司威胜信息和创业板上市公司华自科技（300490），深入了解企业经营 发展、科技创新及投资者关系管理等情况。威胜信息是湖南第一家科创板上市公司，深耕能源物联网领 域，主要产品包括电监测终端、水气热传感终端、 ...

Group 1 - The core viewpoint of the article highlights the importance of data quality and standardization in enhancing the efficiency and decision-making capabilities of the industrial system, particularly in the context of the industrial internet and artificial intelligence [2][3] - The China Academy of Information and Communications Technology (CAICT) has launched an industrial data quality improvement initiative, focusing on creating a standardized industrial data application environment and developing data standards across key sectors [3] - In the electronic manufacturing sector, the collaboration between CAICT and Huawei has led to significant improvements, such as reducing the time for abnormal analysis from 8 hours to 3 minutes and decreasing the product defect rate from 10% to 0.8% [2] Group 2 - In the machine tool manufacturing sector, CAICT and partners have established an industrial internet interoperable intelligent flexible pilot line, achieving a 25% increase in machining efficiency and enabling flexible, small-batch production [2] - The initiative includes the development of high-quality industry-level data sets and the establishment of a service system combining large models and specialized small models to enhance data collection and model service capabilities [3] - The industrial data quality improvement action will be implemented across various industries, including electronics, power, and machinery, to address the growing demand for standardized and high-quality industrial data [3]

证券研究报告 | 公司深度报告 2025 年 06 月 23 日 威胜信息（688100.SH） 领航配网数字化升级，全球业务版图加速扩张 TMT 及中小盘/通信 ❑ 风险提示：市场波动风险、关联交易风险、宏观波动风险、存货跌价风险、 客户集中风险、市场发展风险。 资料来源：公司数据、招商证券 强烈推荐（维持） 目标估值：NA 当前股价：33.4 元 基础数据 | 总股本（百万股） | 492 | | --- | --- | | 已上市流通股（百万股） | 492 | | 总市值（十亿元） | 16.4 | | 流通市值（十亿元） | 16.4 | | 每股净资产（MRQ） | 6.4 | | ROE（TTM） | 20.8 | | 资产负债率 | 37.3% | | 主要股东 | 威胜集团有限公司 | | 主要股东持股比例 | 37.34% | 股价表现 % 1m 6m 12m 绝对表现 -3 -8 -11 相对表现 -2 -6 -21 -20 -10 0 10 20 30 40 Jun/24 Oct/24 Feb/25 May/25 (%) 威胜信息 沪深300 资料来源：公司数据、招商证券 相关报告 财 ...

Core Viewpoint - The company has decided to postpone the timeline for certain fundraising projects, specifically the "Technology Reserve Fund Project," to ensure alignment with its long-term development strategy and to enhance its core technology and market competitiveness [2][4]. Fundraising Basic Situation - The company issued convertible bonds totaling RMB 380 million on June 28, 2023, with a net amount of RMB 371.09 million after deducting issuance costs [1]. - The funds are managed in a dedicated account to protect investor interests, and a tripartite supervision agreement has been established [1]. Fundraising Investment Project Situation - The total investment for the projects funded by the convertible bonds is RMB 483.04 million, with RMB 371.09 million allocated for specific projects, including smart photovoltaic and battery management PLC chip development [2]. Postponement Details - The original deadline for the "Technology Reserve Fund Project" to reach a usable state was June 2025, which has now been extended to December 2026 [3][4]. - The postponement is based on a comprehensive assessment of funding usage and actual construction progress, ensuring that the project remains aligned with the company's strategic goals [2][4]. Impact of Postponement - The postponement is a prudent decision that does not alter the project’s implementation subject, method, or funding usage, and it will not adversely affect the project's execution [4][6]. - The decision complies with regulatory requirements and does not harm the interests of the company or its shareholders [4][6]. Review Procedures - The company's board approved the postponement on June 13, 2025, and the sponsor institution, CITIC Securities, provided a clear verification opinion on the matter [4][6].